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Dialer Initiatives

Dialer Initiative Query/Cache Preview

22

Dialer Initiative Query Preview that produces a pop up window displaying the next 500 leads that the current query being worked on will produce.

Select Time Zone based on Area Code, Zip Code or State

3

Currently the system assigns time zones based on area code.

Initiative Alphabetizer

6

The dialer initiatives list should be alphabetized for easier display and locating of desired initiatives.

Refresh Initiative Button

13

I'd like to see a button within the campaign manager that will refresh the initiative queries so that new leads show up immediately.

Caller ID Enhancement

2

It would be nice to have the ability to have certain caller Id numbers that I own to be assigned to specific states.

Dialer Initiative Setup - Section 3 Part 2 - Filters

In this video we demonstrate the basic process for setting up dialer filter rules, as well as show three of the most common filters--Status, Campaign, and Location (Time Zone).

Dialer Initiative Setup - Section 3 Part 1 - Overview

This training explains the general concepts of setting up a dialer initiative time block with its related queries. A detailed description of filters and sorting rules are in separate videos.

Dialer Initiative Setup - Section 2

Shows Section 2 of 7 for setting up a dialer initiative. This section sets up which phone numbers in each record are valid to be called, for instance, if you want to dial both the home and cell phone numbers for the same person.

Dialer Initiative Setup - Section 1

Goes through options on the first of the seven sections of setting up a dialer initiative. The most important options include the time between calls, and the default voice message.

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